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FirmWorks Files | Files That Do More.

By FirmWorks

Files That Do More.

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Horizontal Product
Government
Business Need
Productivity
Contract Management
Document Management
Requires
Platform Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Government Cloud

File reporting, bulk uploading, advanced data entry, and more. FirmWorks Files is a file management tool that brings enhanced functionality to Salesforce Files, allowing users to manage better, tag, and report on files without ever leaving your CRM.

  • See how to get more out of your Salesforce Files

Highlights

File Management, Reporting & Data Entry: FirmWorks Files simplifies file reporting and data entry workflows by allowing users to view and tag files in the same screen they’re entering data on with custom fields, making them easier to find and report on.

Mass Download & Bulk Upload: Easily drop a button to quickly download a zip file with a CSV of file information or all the files in your search with a click of a button. Conveniently upload, tag, and share thousands of files with FirmWorks Files.

Easily Configurable: Manipulate fields and views to support multiple teams and processes simultaneously. Categorize your files with custom fields, tags, or picklists.

100% Native to the Salesforce Platform - No call outs, no integrations, 100% Salesforce

Provider Details

FirmWorks
Colorado
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Diverse-Owned Business
This company is at least 51% owned or operated by members of one or more of these groups: women, veterans, minorities, person(s) with disability(ies), and the LGTBQ community. To learn more, review the certification provided by the company.
View Certification
Pledge 1%
Diverse-Owned Business
Founded
2021
Website
Email

Devoted to providing best-of-breed solutions.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Initial install includes 3 licenses.

Each additional license beyond the 3 initial is $9/month per user.

User Licenses

$9 USD/user/month

Lowest Starting Price